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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
The Trade Desk (TTD)
WESCO (WCC)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
LVMH (MC/PA LVMUY LVMHF)
Friday File
Cryptocurrencies
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
Berkshire Hathaway (BRK/B)
Markel (MKL)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
Tags
Crown Castle (CCI)
Trade Note
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Celanese (CE)
Todd Combs
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Dream Finders Homes (DFH)
Friday File
EQT (EQT)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Perimeter Solutions (PRM)
Income Investing
Dan Ferris
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Carrier (CARR)
Friday File
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
Tags
Activision Blizzard (ATVI)
Trade Note
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
Wal/Mart (WMT)
Ginkgo BIoworks (DNA)
Roku (ROKU)
From
Stock Gumshoe
Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
Tags
Alternative Energy Holdings (AEHI)
Boots & Coots
S&A Short Report
From
Stock Gumshoe
Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
American Tower (AMT)
D/ R/ Horton (DHI)
Anglo American (AAL/L NGLOY)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Yacktman Fund (YACKX)
Berkshire Hathaway (BRK/B)
Fastly (FSLY)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Roku (ROKU)
Trade Note
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
Tags
Amazon (AMZN)
WESCO (WCC)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Amazon (AMZN)
Brookline Bancorp (BRKL)
Russia
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Par Technology (PAR)
Technology
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Berkshire Hathaway (BRK/B)
Trade Note
Markel (MKL)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Ginkgo BIoworks (DNA)
Trade Note
iShares 7/10 Year Treasury Bond ETF (IEF)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Kennedy Wilson (KW)
PetSmart
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
DocuSign (DOCU)
Netflix (NFLX)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Spotify (SPOT)
Unity Software (U)
Electronic Arts (EA)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Peloton
Amazon (AMZN)
Winnebago (WGO)
From
Stock Gumshoe
Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
Tags
Amazon (AMZN)
Guest Articles
From
Stock Gumshoe
Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
Tags
AFC Gamma (AFCG)
Intuitive Surgical (ISRG)
Friday File
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
LendingClub (LC)
Sea Ltd (SE)
SoFi
From
Stock Gumshoe
Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Berkshire Hathaway (BRK/B)
Trade Note
Stitch Fix (SFIX)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
WESCO (WCC)
Amazon (AMZN)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
Tags
Sea Ltd (SE)
Guest Articles
Amazon (AMZN)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
Tags
Amazon (AMZN)
Enrique Abeyta
facebook (FB)
From
Stock Gumshoe
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